DAKOTA WESLEYAN UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DAKOTA WESLEYAN UNIVERSITY (EIN 46-0224589)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2016-11-07
- IRS object ID
- 201623129349302022
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T13:54:59-06:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460434947 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELO PROF LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 249 | AddressLine1Txt |
| City | MITCHELL | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460224589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAKOTA WESLEYAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAKO | BusinessNameControlTxt |
| Phone | 6059952607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 W UNIVERSITY AVE | AddressLine1Txt |
| City | MITCHELL | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA KRIESE | PersonNm |
| Person Title | EXECUTIVE VP | PersonTitleTxt |
| Phone | 6059952607 | PhoneNum |
| Signature | 2016-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE A ELDEEN CPA | PreparerPersonNm |
| PTIN | P00736101 | PTIN |
| Phone | 6059967717 | PhoneNum |
| Preparation | 2016-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THERESA KRIESE | PrincipalOfficerNm |
| Gross Receipts | $25,204,186 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DWU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1885 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | DAKOTA WESLEYAN UNIVERSITY ASPIRES TO BE A LEADING UNIVERSITY THAT EDUCATES STUDENTS TO IDENTIFY AND DEVELOP THEIR INDIVIDUAL TALENTS FOR SUCCESSFUL LIVES IN SERVICE TO GOD AND THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 523 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,314,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,798,846 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,480,122 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,768,568 | CYProgramServiceRevenueAmt |
| PY Investment Income | $551,512 | PYInvestmentIncomeAmt |
| CY Investment Income | $515,953 | CYInvestmentIncomeAmt |
| PY Other Revenue | $931,704 | PYOtherRevenueAmt |
| CY Other Revenue | $941,792 | CYOtherRevenueAmt |
| PY Total Revenue | $30,278,238 | PYTotalRevenueAmt |
| CY Total Revenue | $25,025,159 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,349,321 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,600,295 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,803,055 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,717,173 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $543,776 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,071,631 | PYOtherExpensesAmt |
| CY Other Expenses | $7,256,307 | CYOtherExpensesAmt |
| PY Total Expenses | $24,224,007 | PYTotalExpensesAmt |
| CY Total Expenses | $24,573,775 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,054,231 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $451,384 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,955,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,670,764 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,765,079 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,450,179 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,190,494 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,220,585 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DAKOTA WESLEYAN UNIVERSITY ASPIRES TO BE A LEADING UNIVERSITY THAT EDUCATES STUDENTS TO IDENTIFY AND DEVELOP THEIR INDIVIDUAL TALENTS FOR SUCCESSFUL LIVES IN SERVICE TO GOD AND THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $21,471,483 | ExpenseAmt |
| Grant | $8,600,295 | GrantAmt |
| Desc | PROVIDED INSTRUCTION AND OTHER SUPPORTING SERVICES TO APPROXIMATELY 719 FULL-TIME AND 176 PART-TIME STUDENTS | Desc |
| Total Program Service Expenses | $21,471,483 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 523 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA KRIESE | PersonNm |
| Phone | 6059952607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 UNIVERSITY BLVD | AddressLine1Txt |
| City | MITCHELL | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BETTY OLDENKAMP | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY PRATT | ||||||
| EXEC COMM CH | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEANELL BACKLUND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BISHOP BRUCE OUGH | ||||||
| EXEC COMM | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD MESSER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GOPAL VYAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL FARRIS | ||||||
| TRUSTEE - CO | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GRINAGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON MARTIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RITA JOHNSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENT MILLARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER MUSICK | ||||||
| TRUSTEE - EX | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA KROPENSKE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY MILLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE NELSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS POWERS | ||||||
| TRUSTEE - VI | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KERMIT CULVER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT RUEDEBUSCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY NEBELSICK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEON WASHINGTON | ||||||
| TRUSTEE - EX | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL BECKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH KROGER | ||||||
| TRUSTEE - EX | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELYN JOHNSON | ||||||
| TRUSTEE - EX | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL CHRISTEN | ||||||
| TRUSTEE - EX | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEN KETEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAREY MILLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY THOMPSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF NELSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY NOVAK | ||||||
| PRESIDENT | 40.00 | $206,357 | $0 | $24,800 | Yes (X) | |
| THERESA KRIESE | ||||||
| EXECUTIVE VP | 40.00 | $120,123 | $0 | $24,235 | Yes (X) | |
| LORI ESSIG | ||||||
| VP UNIVERSIT | 40.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH M ROIDT | ||||||
| PROVOST | 40.00 | $0 | $0 | $0 | Yes (X) | |
| KITTY ALLEN | ||||||
| VP ADVANCEME | 40.00 | $0 | $0 | $0 | Yes (X) | |
| FREDEL THOMAS | ||||||
| DEAN OF ENRO | 40.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $326,480 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $49,035 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUETZ CORPORATION | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N KIMBALL ST | AddressLine1Txt |
| City | MITCHELL | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $5,833,530 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $452,396 | GovernmentGrantsAmt |
| All Other Contributions | $3,346,450 | AllOtherContributionsAmt |
| Noncash Contributions | $44,586 | NoncashContributionsAmt |
| Total Contributions | $3,798,846 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TUITION & FEES | $16,783,032 | $16,783,032 |
| SALES & SERVICES OF AUX ENT | $2,985,536 | $2,985,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,768,568 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $493,331 | TotalRevenueColumnAmt |
| Exclusion | $493,331 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $374,056 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,027 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $195,029 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,029 | TotalRevenueColumnAmt |
| Exclusion | $195,029 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $22,622 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $22,622 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,622 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $746,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $746,763 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $746,763 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,025,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,537,953 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $688,360 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,600,295 | TotalAmt |
| Program Services | $8,600,295 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,864,620 | TotalAmt |
| Program Services | $5,582,905 | ProgramServicesAmt |
| Management And General | $1,011,100 | ManagementAndGeneralAmt |
| Fundraising | $270,615 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,695 | TotalAmt |
| Program Services | $205,513 | ProgramServicesAmt |
| Management And General | $47,182 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,715 | TotalAmt |
| Program Services | $874,052 | ProgramServicesAmt |
| Management And General | $159,994 | ManagementAndGeneralAmt |
| Fundraising | $40,669 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,143 | TotalAmt |
| Program Services | $427,092 | ProgramServicesAmt |
| Management And General | $77,349 | ManagementAndGeneralAmt |
| Fundraising | $20,702 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,115 | TotalAmt |
| Management And General | $3,115 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,070 | TotalAmt |
| Management And General | $56,070 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,756 | TotalAmt |
| Program Services | $421 | ProgramServicesAmt |
| Management And General | $5,335 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,836 | TotalAmt |
| Program Services | $71,969 | ProgramServicesAmt |
| Management And General | $26,867 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,943 | TotalAmt |
| Program Services | $147,640 | ProgramServicesAmt |
| Management And General | $24,878 | ManagementAndGeneralAmt |
| Fundraising | $37,425 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,203 | TotalAmt |
| Program Services | $771,965 | ProgramServicesAmt |
| Management And General | $39,238 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,552 | TotalAmt |
| Program Services | $419,444 | ProgramServicesAmt |
| Management And General | $15,831 | ManagementAndGeneralAmt |
| Fundraising | $13,277 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,848 | TotalAmt |
| Program Services | $25,547 | ProgramServicesAmt |
| Management And General | $82,051 | ManagementAndGeneralAmt |
| Fundraising | $12,250 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,356 | TotalAmt |
| Program Services | $1,063,356 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,836 | TotalAmt |
| Management And General | $275,836 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTUAL SERVICES | $1,623,630 | $1,320,132 | $208,019 | $95,479 |
| SUPPLIES | $1,110,103 | $1,031,296 | $41,164 | $37,643 |
| PROGRAMMING | $356,066 | $316,665 | $29,652 | $9,749 |
| COST OF SALES - BOOKSTORE | $342,682 | $342,682 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,311 | TotalAmt |
| Program Services | $270,509 | ProgramServicesAmt |
| Management And General | $454,835 | ManagementAndGeneralAmt |
| Fundraising | $5,967 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,573,775 | TotalAmt |
| Program Services | $21,471,483 | ProgramServicesAmt |
| Management And General | $2,558,516 | ManagementAndGeneralAmt |
| Fundraising | $543,776 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,253,986 | BOYAmt |
| EOY | $2,226,123 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,803,626 | BOYAmt |
| EOY | $5,966,897 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,637 | BOYAmt |
| EOY | $699,921 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,041 | BOYAmt |
| EOY | $654,833 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,158 | BOYAmt |
| EOY | $98,262 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,369 | BOYAmt |
| EOY | $202,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,708,021 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,164,185 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,728,435 | BOYAmt |
| EOY | $39,543,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,567,538 | BOYAmt |
| EOY | $24,445,806 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,139 | BOYAmt |
| EOY | $678,467 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,644 | BOYAmt |
| EOY | $153,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,955,573 | BOYAmt |
| EOY | $74,670,764 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,302,314 | BOYAmt |
| EOY | $1,620,563 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,103 | BOYAmt |
| EOY | $652,235 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,878 | BOYAmt |
| EOY | $6,245,157 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,785,703 | BOYAmt |
| EOY | $2,574,548 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,534,081 | BOYAmt |
| EOY | $2,357,676 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,765,079 | BOYAmt |
| EOY | $13,450,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,229,412 | BOYAmt |
| EOY | $11,278,482 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,145,431 | BOYAmt |
| EOY | $30,976,723 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,815,651 | BOYAmt |
| EOY | $18,965,380 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,190,494 | BOYAmt |
| EOY | $61,220,585 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,955,573 | BOYAmt |
| EOY | $74,670,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $451,384 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$446,303 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $25,010 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,192,340 | BeginningYearBalanceAmt |
| Contributions | $245,003 | ContributionsAmt |
| Investment Earnings Or Losses | $23,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$684,715 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$403,885 | OtherExpendituresAmt |
| End Year Balance | $26,372,351 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,566,021 | BeginningYearBalanceAmt |
| Contributions | $1,226,252 | ContributionsAmt |
| Investment Earnings Or Losses | $1,362,701 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$639,810 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$322,824 | OtherExpendituresAmt |
| End Year Balance | $27,192,340 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,414,162 | BeginningYearBalanceAmt |
| Contributions | $511,375 | ContributionsAmt |
| Investment Earnings Or Losses | $2,530,329 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$569,520 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$320,325 | OtherExpendituresAmt |
| End Year Balance | $25,566,021 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,344,891 | BeginningYearBalanceAmt |
| Contributions | $1,356,493 | ContributionsAmt |
| Investment Earnings Or Losses | $2,544,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$574,921 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$256,576 | OtherExpendituresAmt |
| End Year Balance | $23,414,162 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,372,735 | BeginningYearBalanceAmt |
| Contributions | $313,633 | ContributionsAmt |
| Investment Earnings Or Losses | -$452,160 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$564,832 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$324,485 | OtherExpendituresAmt |
| End Year Balance | $20,344,891 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.79000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,193,266 | OtherCostOrOtherBasisAmt |
| Book Value | $1,193,266 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,180,100 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $49,979,969 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,225,578 | DepreciationAmt |
| Book Value | $36,934,491 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,972,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,061,941 | DepreciationAmt |
| Book Value | $910,667 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,382,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $876,666 | DepreciationAmt |
| Book Value | $505,412 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,543,836 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADV FROM FED FOR STUDENT LOANS | $1,391,899 |
| OTHER LIABILITIES | $491,484 |
| ANNUITIES PAYABLE & SPLIT INT AGREEM | $474,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,357,676 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,182,598 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$446,303 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $204,037 | OtherRevenueAmt |
| Revenue Not Reported | -$242,266 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,424,864 | RevenueSubtotalAmt |
| Other Revenues Not Included | $8,600,295 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,600,295 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,025,159 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,152,507 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $179,027 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $179,027 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,973,480 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,600,295 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,600,295 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,573,775 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INT AGREEMENTS 25,010 RENTAL EXPENSE NETTED 179,027 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | TUITION ALLOWANCES (NETTED ON F/S'S) 8,600,295 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | RENTAL EXPENSE NETTED 179,027 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | TUITION ALLOWANCES (NETTED ON F/S'S) 8,600,295 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | POLICY IS INCLUDED IN ALL PROMOTIONAL LITERATURE AND REGISTRATION MATERIALS. |
| SCHEDULE E, LINE 6 | FINANCIAL AID FOR COLLEGE STUDENTS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP ALLOWANCES | GrantTypeTxt |
| Recipient | 813 | RecipientCnt |
| Cash Grant | $8,600,295 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY NOVAK | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $206,159 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $198 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $24,800 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $231,157 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES TRAVEL FOR THE PRESIDENT'S SPOUSE. THE PRESIDENT HAS A 1,800 PER MONTH HOUSING ALLOWANCE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CITY OF MITCHELL | |||||||
| A | 466000305 | 2010-03-25 | $2,820,000 | FUNDS WERE ISSUED TO REFINCE THE ORIGINAL ISSUE FOR THE CONSTRUCTION OF | false | false | false |
| FIRST NATIONAL BANK OF OMAHA | |||||||
| B | 466000305 | 2010-03-25 | $350,000 | FUNDS WERE ISSUED TO REFINCE THE ORIGINAL ISSUE FOR THE CONSTRUCTION OF A | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) |
| B | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION | FormAndLineReferenceDesc |
| Explanation | CITY OF MITCHELL LB WILLIAMS ELEMENTARY SCHOOL. FIRST NATIONAL BANK OF OMAHA WELLNESS CENTER. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUETZ CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | CONSTRUCTION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,586 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED WITH ADMINISTRATION FOR ACCURACY OF INFORMATION. THE FORM IS THEN REVIEWED BY THE BOARD OF TRUSTEES AUDIT COMMITTEE BEFORE SUBMISSION TO THE FEDERAL GOVERNMENT. THE AUDIT COMMITTEE HAS BEEN GRANTED AUTHORITY FROM THE BOARD OF TRUSTEES TO APPROVE THE SUBMISSION. THE ENTIRE FORM 990 IS THEN REVIEWED WITH THE WHOLE BOARD AT THE NEXT REGULARLY SCHEDULED MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH YEAR ADMINISTRATION REVIEWS THE VENDORS USED BY THE UNIVERSITY TO DETERMINE IF THERE IS A CONNECTION WITH ANY EMPLOYEE, OFFICER, OR TRUSTEE. MAJOR CONTRACTS INVOLVING THESE INDIVIDUALS ARE APPROVED BY THE BOARD OF TRUSTEES PRIOR TO ENGAGEMENT WITH THE VENDOR. ALL INDIVIDUALS FALLING UNDER THIS POLICY ARE AWARE OF THE POLICY AND THE DISCLOSURE REQUIREMENTS. ANY RELATED PARTY TRANSACTIONS ARE DISCLOSED IN THE ANNUAL AUDIT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS DETERMINED BY A BOARD OF TRUSTEES APPOINTED COMMITTEE. THIS COMMITTEE REVIEWS COMPARABLE DATA FROM OTHER INSTITUTIONS OF SIMILAR SIZE AND MISSION. THE COMMITTEE RECOMMENDS COMPENSATION TO THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE FOR BOARD APPROVAL. THE PRESIDENT IS ISSUED A MULTI-YEAR CONTRACT THAT ADDRESSES ALL COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY IS DETERMINED AFTER COMPARABLE DATA IS REVIEWED. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS AT THE DISCRETION OF THE PRESIDENT WITH BOARD OF TRUSTEES OVERSIGHT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. THE 990 FORM IS AVAILABLE ONLINE THROUGH THE IRS WEBSITE. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INT AGREEMENTS 25,010 RENTAL EXPENSE NETTED 179,027 TUITION ALLOWANCES (NETTED ON F/S'S) -8,600,295 RENTAL EXPENSE NETTED -179,027 TUITION ALLOWANCES (NETTED ON F/S'S) 8,600,295 TOTAL 25,010 |
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